2024-11-15T14:11:25-06:00 2023-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990EZ 2023-01-01 813665904 LA POSADA COMMUNITIES LAPO 5206487901 350 E MORNINGSIDE ROAD GREEN VALLEY AZ 85614 CHRIS SIMON CFO 5206487901 2024-11-15 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-11-14 2023 2024-10-15 13:58:12Z X X N/A X X 0 0 0 0 0 0 0 0 0 0 0 0 0 X THE CORPORATION WILL PROMOTE, SUPPORT, PROVIDE OVERSIGHT, AND COORDINATE THE ACTIVITIES, MISSION, SERVICES AND OPERATIONS OF LA POSADA AT PARK CENTRE, INC., AN ARIZONA NONPROFIT CORPORATION ("LA POSADA") AND LA POSADA AT PUSCH RIDGE, LLC ("PUSCH RIDGE"), FORMERLY KNOWN AS NAKOMA SKY, LLC, AN ARIZONA LIMITED LIABILITY COMPANY, CURRENTLY A WHOLLY-OWNED SUBSIDIARY OF LA POSADA AND A DISREGARDED ENTITY FOR TAX PURPOSES, LA POSADA FOUNDATION (THE "FOUNDATION"), A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHICH IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, POSADA LIFE HOLDINGS, INC. ("HOLDINGS") THE PURPOSE OF HOLDINGS IS TO HOLD TITLE TO PROPERTY IN ACCORDANCE WITH SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE; AND ANY EXISTING AND FUTURE AFFILIATED ORGANIZATIONS FULFILLING THE VISION AND MISSION OF THE ORGANIZATION. LA POSADA COMMUNITIES WILL BE MANAGING AND SUPPORTING TWO SEPARATE BUT RELATED CONTINUING CARE RETIREMENT COMMUNITIES (CCRR) NEAR TUCSON, ARIZONA, LA POSADA AT PARK CENTRE AND LA POSADA AT PUSCH RIDGE. CONSTRUCTION IS UNDERWAY AT THE NEWEST DEVELOPMENT, LA POSADA AT PUSCH RIDGE, AND THE ORGANIZATION EXPECTS TO BE OPEN TO RESIDENTS IN EARLY 2025. 0 0 0 WILL BENNETT BOARD TRUSTEE 1.00 0 0 0 VIC FRESOLONE BOARD TRUSTEE 1.00 0 0 0 DUANE BLUMBERG BOARD TRUSTEE 1.00 0 0 0 PATTY SMALLSREED BOARD TRUSTEE 1.00 0 0 0 NANCY PUCKETT BOARD TRUSTEE 1.00 0 0 0 SIMON DAVIS CHAIR 1.00 0 0 0 JONI CONDIT PRESIDENT/CEO 1.00 0 0 0 CHRIS SIMON SR VP/CFO 1.00 0 0 0 RICHARD DUCOTE VICE CHAIR 1.00 0 0 0 BETH ERNST SR VP/COO 1.00 0 0 0 PAUL IDE LEFT 1223 SR VP/CFO 1.00 0 0 0 PAUL LOOMANS SR VP MARKETING & STRATEGY 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRIS SIMON 350 E MORNINGSIDE GREEN VALLEY AZ 85614 5206484054 0 0 0 0 0 1 0 0 0 0 0 NONE NONE 1 X X 2 LA POSADA AT PARK CENTRE INC 860828160 10 1 0 0 LA POSADA FOUNDATION 320680959 7 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION D, LINES 1 WHEN IT BEGINS ITS ACTIVITIES, IT WILL BE SUPPORTING BOTH LA POSADA AT PARK CENTRE, INC AND LA POSADA AT PUSCH RIDGE, LLC ("PUSCH RIDGE"), FORMERLY KNOWN AS NAKOMA SKY, LLC. LA POSADA COMMUNITIES (THE COMMUNITIES) FORMERLY KNOW AS POSADA LIFE WILL PROMOTE, SUPPORT, PROVIDE OVERSIGHT AND COORDINATE THE ACTIVITIES, MISSION, SERVICES AND OPERATIONS OF LA POSADA AND PUSCH RIDGE, RETIREMENT FACILITIES THAT PROVIDES HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO RESIDENTS IN GREEN VALLEY AND ORO VALLEY, ARIZONA. THE COMMUNITIES WILL PROVIDE THE REQUIRED WRITTEN NOTICE OF THE TYPE AND AMOUNT OF SUPPORT THAT IT PROVIDED TO LA POSADA, A COPY OF ITS FORM 990 AND COPIES OF GOVERNING DOCUMENTS IF AMENDED DURING THE YEAR. SCHEDULE A, SECTION D, LINES 3 WHEN IT BEGINS ITS ACTIVITIES, LA POSADA COMMUNITIES WILL BE PROVIDING A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND WILL BE DIRECTING THE USE OF THE LA POSADA'S INCOME AND ASSETS DURING THE YEAR. SCHEDULE A, SECTION E, LINES 3A LA POSADA COMMUNITIES IS THE SOLE CORPORATE MEMBER OF LA POSADA OF PARK CENTRE INC. IN ADDITION TO ANY RIGHTS AND POWERS PROVIDED BY ARIZONA LAW, LA POSADA COMMUNITIES SHALL HAVE THE FOLLOWING RIGHTS AND POWERS: ELECTION OF THOSE PERSONS TO SERVE AS TRUSTEES OF THIS CORPORATION; REMOVAL OF ANY TRUSTEE OF THIS CORPORATION AT ANY TIME, WITH OR WITHOUT CAUSE; AND APPROVAL OF THE PERSON SELECTED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THIS CORPORATION. SCHEDULE A, SECTION E, LINES 3B LA POSADA COMMUNITIES HAS OVERLAPPING BOARD MEMBERS WITH LA POSADA AT PARK CENTER, INC. AND LA POSADA AT PUSCH RIDGE, INC., ITS SUPPORTED ORGANIZATIONS. THE BOARDS EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF ITS SUPPORTED ORGANIZATIONS. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.